Summary
Universal Resource Scheduling and the schedule board provide two ways to schedule and reschedule resources, requirements, and bookings in the system by default. Items such as work orders can be manually scheduled by using the schedule board, or the schedule assistant can be used to provide some more constraint filtering based on requirement records. Organizations that need to manage large amounts of resources might look at a more automated solution where bookings are auto created and optimized so dispatchers can focus on the anomalies. The Resource Scheduling Optimization solution provides these capabilities.
This module examined some of the key capabilities of the Resource Scheduling Optimization feature, including:
How the solution is deployed to an existing Dynamics 365 instance and the organizational requirements.
The configuration process, including how to enable RSO in an organization and define which booking status, resources, and requirement records, uses the optimization service.
Defining what optimization goals are, how they're used by the RSO service, and the process for creating them.
Exploring optimization scopes, including what they define, how to populate the records that are included in the scope, and the different time options that are available.
How to define an optimization schedule.
The next step would be to start exploring how Resource Scheduling Optimization can be used in different scenarios after it's configured. This exploration would include developing an understanding of how to use the application from components such as the schedule board, create automated triggers to run optimization jobs, optimize individual resources to deal with events like cancellations and delays, and understand how to use simulations to see how different optimization jobs affect the overall schedule.